Adapt.io vs. PandaDoc

This is best suited if you are doing cold outreach and want to get in touch with people with specific roles, in specific industries, and locations. For example, I can choose the United States or some states therein and then choose a number of employees in a company, revenue and also the level of seniority (CXO, VP etc.)of the particular person and find his details. Adapt.io gives the correct email address of these people along with the complete information of the company. As far as prospecting and contact discovery is concerned there is not scenario where Adapt.io is not useful.

Incentivized

PandaDoc is highly effective for streamlining document workflows that involve signatures in contract and agreement, sales processes, HR documentation, real estate transactions, financial services documentation and many more. However, for complex legal documentation, real-time collaborative editing, and scenarios requiring extensive offline access or sophisticated text editing, other specialized tools might be more appropriate.

Incentivized

• Finding email addresses of potential clients.
• Company info in terms of revenue and number of employees
• Contact discovery in terms of location, role and industry

Incentivized

• Complex quoting.
• API integration for cross platform communication and automation.
• Easy signing experience.
• Easy user interface.
• Excellent engagement and willing to partner with clients.
• Fantastic training resources (1:1 sessions, webinars, micro-videos, on-demand, articles).
• Beautiful proposal designs.
• Integrations - HR, CRM, Payments, CRMs. (Salesforce, HubSpot, Pipedrive, Zendesk, Greenhouse, Lever, etc).
• Online Notary.

Incentivized

• I don't see any need of improvement
• Industry Filters can be more specific.
• Number of credits are less.

Incentivized

• The visibility of who has completed but not fully signed. I love the dashboard but have to consistently scroll to get back to where I was looking and find interesting agreements to surface where we have not counter signed yet.
• More calculated fields that are custom to us

Incentivized

The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new

Incentivized

Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.

Incentivized

We haven't had any real issues regarding downtime as of yet.

Incentivized

The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.

Incentivized

Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.

Incentivized

Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.

Incentivized

Adapt.io id pretty much similar to all the above tools (Lusha, Seamless.ai, hunter, D&B hoovers) The interface is easy on the eyes and the search time is quick. However the most important criterion is the accuracy of the data, if you get incorrect email ID and you use your SMTP to send mails with incorrect IDs it will spoil you domain reputation and your domain may even get black listed. The accuracy of Adapt is good. however there were cases where the company information was not available, this is in comparison to the tools like Lusha and Seamless. Good tool to use but maybe a bit expensive since the credits given are less

Incentivized

Docu sign is expensive and doesn't offer the same amount of freedom with their free plans. I use Panda only when necessary so I don't need to sing on to a plan that costs money. I only use it for signing on new online clients, so its great that their is no bill for just doing that

It's scalable

Incentivized

• Helped me increase the volume of outreach
• Helped me find relevant data of people to connect with
• The ROI can take time to achieve as the number of credits are less.

Incentivized

• Time saved creating documents. Not copying that answer. I've said that several times in this review already
• IDK about increasing close rate, but customers certainly aren't afraid to click on a PandaDoc link or attachment
• Only miniscule, miniscule negative is that it isn't always instant

Incentivized